JPMorgan Core Bond Fund Select Class

 (MUTF:WOBDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.02%
   
1 week   +0.44%
   
4 week
   
-0.82%  
3 month
   
-0.15%  
YTD   +0.87%
   
1 year   +2.86%
   
3 years*   +2.27%
   
5 years*   +4.00%
   
*annualized
Best 3 month return+5.60%  
Worst 3 month return-2.93%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years Average Below Average
Overall Average Below Average

Key statistics

Total assets29.03B 
Front load-  
Deferred load-  
Expense ratio0.58%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash9.58%  
Stocks0.00%  
Bonds89.45%  
Other0.97%  

Purchase information

Initial$1,000,000  
11.76+0.01(0.09%)
May 28, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Douglas Swanson (Started: Dec 1, 1991)
Christopher Nauseda (Started: May 31, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.24 0.18 0.55 0.68
Beta* 0.93 0.88 0.88 0.86
Mean annual return 0.32 0.21 0.35 0.41
R-squared* 99.26 98.00 96.94 89.45
Standard deviation 2.84 2.57 2.51 2.95
Sharpe ratio 1.35 0.95 1.63 1.16
* Against standard index

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